# AI workflow — the cheatsheet The one-sentence version: chats are disposable; the files are the memory. THE FILES - CLAUDE-BASE — who I am. Portable; drops into every project. - PROJECT-OPS — how we work on this project. Rules of engagement. - BANK — how the project remembers itself. Read first, every session. - NOTES — dated, append-only diary. BANK writes to it. THE LOOP 1. Session opens — the AI reads the files. It now knows your world. 2. Declare your seat: [desk] / [laptop] / [phone] — so it knows its reach. 3. Work. Investigate before editing (Step-0). Verify on disk, not by echo. 4. Say "BANK" — memory sync + dated notes entry + close-out. 5. Retitle the chat by what it PRODUCED, not what you asked. THE HABITS - Two conversations, not one: chat plans, a second session executes. - Dry-run before anything destructive. - One canonical copy of everything; every other copy is a mirror. - Wrong twice the same way = a rule. Write it into the file. - When data "disappears," count rows first. WHAT GOES WHERE - A fact that's true everywhere → CLAUDE-BASE - A rule for this project → PROJECT-OPS - A decision made / state changed → BANK + NOTES - A repeatable procedure → a skill, not another doc paragraph